• 16:30 – 16:55

Scenario of Semi Industry Recovery

The semiconductor industry is likely to take unprecedented growth in the future.

Main driver of the semiconductor industry has been personal consumption to stimulate PC/TV/Smart phone, but from now on, government investments, such as DX/GX, will be added to the semiconductor driver.

In addition, the use of generative AI will revitalize the market for massive servers and communication equipment.

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Akira Minamikawa

Senior Analyst


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